| < Publications Index Appendix A Leadership and Spirituality in the WorkplaceTom Aageson, former Director of Aid to Artisans – a non-profit that helps artists in third world countries - takes an annual retreat where he contemplates questions about the purpose of his life and evaluates how well he is living in alignment with his values. Angel Martinez, former CEO of Rockport Shoes, invited all his top executives to a retreat that included exploring the integration of each person’s spiritual journey with his or her work journey. At Integrated Project Systems (IPS) in San Francisco, CEO Bill Kern created a document called “The Corporate Stand” that is very explicit about “The Integrity of the Human Spirit.” These are key principles that employees live by at IPS. Rodale Press, publisher of such well-known magazines as Prevention, Men’s Health, Runner’s World, and Organic Gardening, has a “Kiva Room” at corporate headquarters where employees may go to meditate, pray, or just spend quiet time when things get too stressful. Stories like these are becoming more and more common in all kinds of workplaces. Academic and professional conferences are offering an increasing number of sessions that have words such as “Spirituality” or “Soul” in the title. There is a new openness in management education to recognition of our spiritual nature. This recognition can be on a personal level, such as when a person explores his or her own spiritual journey and struggles with what this means for their work. It is also on a conceptual level, as both academics and practitioners explore the role that spirituality might have in bringing meaning, purpose and increased performance to organizational life. There is a major change going on in the personal and professional lives of leaders as many of them more deeply integrate their spirituality and their work. And most would agree that this integration is leading to very positive changes in their relationships and their effectiveness. Defining Spirituality in the WorkplaceSpirituality is difficult to define. The Latin origin of the word spirit is spirare, meaning, “to breathe.” At its most basic, then, spirit is what inhabits us when we are alive and breathing, it is the life force. Spirituality has been defined as, “That which is traditionally believed to be the vital principle or animating force within living beings; that which constitutes one’s unseen intangible being; the real sense or significance of something”[i] A fairly comprehensive definition, part of which is provided here, is as follows:
Perhaps the difficulty people have had in defining spirituality is that they are trying to objectify and categorize an experience and way of being that is at its core very subjective and beyond categorizing. For this reason, some have resorted to poetry as a way of trying to capture the essence of the experience of spirituality. Lee Bolman did this very effectively in his keynote presentation on spirituality in the workplace to the Eastern Academy of Management in May 1995. Quoting the Persian poet Rumi:[iii]
James Autry, a successful Fortune 500 executive, wrote a poem called “Threads.” This is an excerpt from that poem:[iv]
Spirituality in the workplace is about people seeing their work as a spiritual path, as an opportunity to grow personally and to contribute to society in a meaningful way. It is about learning to be more caring and compassionate with fellow employees, with bosses, with subordinates and customers. It is about integrity, being true to oneself, and telling the truth to others. Spirituality in the workplace can refer to an individual’s attempts to live his or her values more fully in the workplace. Or it can refer to the ways in which organizations structure themselves to support the spiritual growth of employees. In the final analysis, the understanding of spirit and of spirituality in the workplace is a very individual and personal matter. There are as many expressions of these concepts as there are people who talk or write about them. In practice, organizations are implementing spirituality in the workplace approaches at one or more of the following four levels:5 Level 1: Individual DevelopmentAt this level, programs focus on helping the individual employee understand more about his or her values, spiritual principles, and sense of purpose. The organization is committed to helping individuals live in alignment with their spiritual path, and may offer meditation rooms, courses on spiritual practices and/or teachings, and may bring in speakers who talk about spiritual development. There is an understanding that if people can discover and respond to their own ‘calling’ or sense of purpose, that they will be more creative, committed, and service-oriented. Level 2: Leadership and Team DevelopmentOrganizations are offering courses to leaders with titles like “Authentic Leadership,” “Leading With Soul,” and “Spiritual Leadership.” Leaders are encouraged to apply spiritual values such as humility, trust, courage, integrity, and faith in their work with teams. They may offer courses such as “Team Spirit” and “Noble Purpose” developed by Barry Heerman.6 Some organizations are offering lunchtime Spirit at Work Discussion Groups. Others are offering team building courses that incorporate spiritual values or practices. Level 3: Total System DevelopmentA growing number of CEO's and organizational leaders have become personally committed to creating organizations that nurture the human spirit of the company’s employees, customers, and other stakeholders. Several systemic approaches have been developed to help organizations evolve to a higher level of congruence with spiritual values. These include “Corporate Tools” by Richard Barrett,7 “Spiral Dynamics” by Don Beck and Chris Cowan,8 “Appreciative Inquiry,” by David Coopperrider and colleagues,9 “Positive Organizational Scholarship” and “The Abundance Framework” by Kim Cameron,10 and “Open Space Technology,” by Harrison Owen.11 The key aim in each of these organizational development processes is to help an organization move beyond just a focus on profits and the bottom line to a commitment to human development and a positive contribution to society. Level 4: Redefining the Role of BusinessA new paradigm is emerging among business leaders that redefines the purpose of business as being the solution to solving problems in society and around the globe, rather than being a contributor to them. The focus is on using the creative energy and talent of their employees, along with the vast capital resources and international reach, to truly make a positive difference in the world. Willis Harman, co-founder of the Institute of Noetic Sciences and of the World Business Academy, was probably the first person to speak about the important role of business in increasing consciousness in the world.12 More recently, Case Western Reserve’s Wetherhead School of Management has created a Center of Excellence called the Center of Business As Agent of World Benefit (BAWB), which has sponsored an ongoing inquiry research project into the ways business is making a positive difference in the world. People can get involved by going to their web site at www.worldinquiry.org. Each organization is unique in terms of its values, vision, and readiness for spirituality in the workplace, and so there is no one formula that leaders can use to implement spiritual values and practices in their organizations. The best thing to do is to learn as much as possible from organizations who have been successful in this integration. A great place to start is to study the organizations that have received the International Spirit at Work Award for their explicit spiritual practices and commitment to nurturing the human spirit of their employees. Guidelines for leading from a spiritual perspectiveHere are five spiritual principles that have been useful to many leaders in their personal and professional development. 1. Know ThyselfAll spiritual growth processes incorporate the principle of self-awareness. Leading provides a great opportunity to become more self-aware. Examine why you respond to situations the way you do. Take a moment in the morning to reflect on the kind of leader you would like to be today. At the end of the day, take quiet time to assess how well you did, and to what extent you were able to live in alignment with your deepest held core values. 2. Act with Authenticity and CongruencyFollowers learn a lot more from who we are and how we behave than from what we say. Authenticity means being oneself, being fully congruent, and not playing a role. Many managers really get into the role “leader” and they see managing as a place to assert their superiority and control. They would never want employees to see the more human, softer parts of them. Yet we are finding that managers who are more authentic, humble and congruent tend to be more effective.13 It is a real challenge to be authentic and congruent in the workplace. Most people feel that if they are truly themselves and if they say what they are really thinking, it will be the end of their careers. But I believe that if we don’t do this, we sell a little bit of our souls every time we are inauthentic, and that saps our creative energy and our emotional intelligence. It also reduces our sense of commitment to the work we do, and we cannot perform at our highest level. Experiment with greater authenticity and with showing more of your humanness. You will be surprised at how positively people will respond. It is also important to create a climate where employees are encouraged to behave authentically and congruently. This means that they should be comfortable expressing feelings as well as thoughts and ideas. And contrary to popular opinion, humility accompanied by a strong will do create an enduring organization, is a much more powerful tool for success than a strong ego. 3. Respect and Honor the Beliefs of OthersIt can be very risky and maybe even inappropriate to talk about your own spirituality in the workplace. Yet if spirituality in a guiding force in your life and your leading, and if you follow the guideline of authenticity and congruency, you cannot hide that part of yourself. It is a fine line to walk. What seems to work best is to build a climate of trust and openness first and to model an acceptance of opinions and ideas that are different from yours. Then, if an appropriate opportunity comes up where you can mention something about your spiritual beliefs, you should emphasize that they are yours alone. Explain that many people have different beliefs and that you respect those differences. It is extremely important that employees do not feel that you are imposing your belief system (spiritual, religious, or otherwise) on them. At the same time, it is worthwhile to do anything that you can do to nurture spiritual and ethical development in your employees in a way that allows them to explore their own deepest values and beliefs. 4. Be as Trusting as You Can BeThis guideline operates on many levels. On the personal level, this guideline of “being as trusting as you can be” applies to trusting oneself, one’s inner voice, or one’s source of spiritual guidance. This means trusting that there is a Higher Power in your life and that you ask you will receive guidance on important issues. It also operates on the interpersonal, team and organizational level. If you truly learn to see yourself as trustworthy, and believe that it is our essential nature as humans to be trustworthy, then you will naturally feel trusting of colleagues and subordinates. And you will also feel more trusting that the processes and events that are happening have a higher purpose to them if you look for it and amplify it. 5. Maintain a Spiritual PracticeIn a research study on people who integrate their spirituality and their work, the most frequently mentioned spiritual practice is spending time in nature. Examples of other practices are meditation, prayer, reading inspirational literature, hatha yoga, shamanistic practices, writing in a journal, and walking a labyrinth. These people report that it is very important for them consistently commit to whatever individual spiritual practice they have chosen. The regular involvement in a chosen practice appears to be the best way to deepen one’s spirituality.14 When leaders faithfully commit to a particular spiritual practice they are calmer, more creative, more in tune with employees and customers, and more compassionate.15 Categorized Bibliography on Spirituality in the WorkplaceThe materials provided here were selected for their ability to inform the leader about issues related to spirituality in the workplace. This list is not exhaustive, and suggestions are provided on where to find more in-depth information on resources related to spirituality in the workplace. There are 37 books categorized in eight sections in this review. Due to space limitations, the fact that the book reviews are available online, and because the list continues to grow, there are no book reviews provided in this appendix. However, you can go to the Spirit at Work web site to read the book reviews of the books listed here, plus many others. Spirit at Work Internet Exercise A-2 provides directions for getting to and reading these book reviews. Let’s begin by describing the Spirit at Work web site, followed by an explanation of the eight categories of books with the list of 42 references. Spirit at Work Web SiteThe Spirit at Work web site is the most comprehensive web site on spirituality in the workplace. It is designed to be a resource to people interested in integrating their deepest values and their work. It consists of information about the “Association for Spirit at Work,” a “Community” section for people who want to connect with others who share their interests – including local chapters throughout the U.S. and abroad; a “Members Center” that has case studies, research, inspirational quotes, presentations, exercises and other change management tools for members of our organization; an “Events Calendar” that lists conferences and workshops on spirituality in the workplace from around the world, and the “Info Center” where people can access the Spirit at Work bibliography, research articles, and the Spirit at Work newsletter. In addition, there is an entire section devoted to the International Spirit at Work Awards. The next sections provide the following categories of books on spirituality in the workplace:
(1) Overview of Spirituality in the WorkplaceThe books described in this section are edited books that offer a wide array of perspectives on spirituality in the workplace and provide a good overview for someone who is just beginning to explore this field.
(2) Leadership From a Spiritual PerspectivePerhaps more has been written about leadership and spirituality than any other topic related to spirituality in the workplace. The books highlighted here are only a small sampling of what is available, but I believe that they are among the best on the topic. The offerings here include two books that are leadership parables, a book that explore what the new sciences have to teach us about leadership, a book of essays, a workbook, and several books that offer leading-edge concepts on leadership that incorporate body, mind, heart and spirit.
(3) Case Studies of Leaders Who have Applied Spiritual Principles to the Organizations That They Work In.This section lists five books that provide concrete examples of leaders who are integrating spirituality and work. The first book is a collection of interviews with business leaders, and the last three books are written by CEOs who applied spiritual principles and practices to their organizations.
(4) Creativity and Spirituality in the WorkplacePoetry, music, and other forms of art are short cuts to the human soul. Enlightened leaders are beginning to recognize this and to build artistic approaches into their leadership style and into their organizational transformation processes.
(5) Spiritual Principles for Career DevelopmentThe most important management principle of all is “Know Thyself.” And it certainly is the most important principle to keep in mind when making career decisions. These three books each take a slightly different approach to self-knowledge, but the goal is the same in each - to choose work that is in alignment with your soul’s path.
(6) Spirituality at the Team LevelThe following two books have been used extensively in corporate programs that implement spirituality at the team level.
(7) Systemic ApproachesThe concept of spirituality in the workplace can be looked at the individual level, the team level, the organizational level, and the societal level. At the organizational level the main concern is with how to incorporate attention to spirit in organizational transformation approaches. Six books are offered here that have very different, but compatible approaches.
(8) The Role of Business in a Changing WorldThese six books take a very macro view of the issue of spirituality and business. Each of them postulates that we are entering a new era where it can no longer be “business as usual,” and the authors each offer their vision of what the world can be like and their prescriptions for how we can get there.
SummaryThere is a growing trend the past few years to talk more openly about one’s spirituality and to want to integrate spiritual principles into all aspects of life - relationships, community, and work. This appendix has presented some resources for leaders who are interested in more fully integrating their spirituality and their leadership. Living more congruently with deeply held spiritual principles is never easy but it is extremely rewarding and meaningful. I hope that some of the resources provided here will help to make the journey a little easier. Work ApplicationA-1. Give an example of spirituality in the workplace where you work/ed. A-2. Have you or anyone you know struggled with spiritual journey and what this means for work? Explain. Review and Discussin Questions
Spirit At Work Internet Exercise A-1Spirituality ArticlePreparation for SAW Internet Exercise A-1Follow the step-by-step instructions below (your instructor my require you to make a copy of the article and/or to type the answers to the questions and bring them to class).
Article Questions
Spirit at Work Internet Exercise A-2Book ReviewPreparation for SAW Internet Exercise A-2Follow the step-by-step instructions below. (your instructor my require you to make a copy of the book review and/or to type the answers to the questions and bring them to class).
Book Review Questions
For the Instructor’s ManualReview and Discussion Questions Answers
Spirit At Work Internet Exercise A1-1 No AnswersSpirituality ArticleThis exercise requires students to select their own article from the Spirit at Work web site. Thus, students will, hopefully, select different articles and have different reasons for their selection. There are no recommended answers to the four questions related to the article. Spirit At Work Internet Exercise A-2 No AnswersBook ReviewThis exercise requires students to select their own book reviews from the Amazon.com web site. Thus, students will, hopefully, select different books and have different reasons for their selection. There are no recommended answers to the questions related to the article. MG Internet Exercise A-1 AnswersE-Book—Fiscal Fairy Tale # 2 Snowed Whitehttp://www.fiscalfairytales.com/FFT_Snowed.pdf Overview of Tale. This tale is about a hostile takeover offer by a large company wanting to buy out a new competitor. Reading the questions below can help you decide if you want to use this tale in your course. Go to the MG web site to review the four major ideas of the tale and to read it. Questions relating to the tale only1. As stated at the end of the tale, in 50 words of so, What is your response to this tale? You may send it to MG.There is no correct answer. Answers will vary. 2. Do you agree with the decision making process at Apple-A-Day?There is no correct answer. Answers will vary. However, getting advice from an advisory board of shareholders is a good idea, especially for a small company with few managers to discuss the decision. 3. What are some of the positive and negative affects of takeovers?There are many possible answers. Here are a few. There is often increased efficiency and economies of scale. For example, when banks merge, some of the branches that are close to each other can be eliminated without hurting the service to customers. Centralizing the information processing often saves duplication, and thus cuts costs. On the negative side, it is commonly for some employees to lose their jobs and the small entrepreneurial firm usually becomes more bureaucratic and less creative. With some takeovers prices to customers may go down, however, this is not always the case because there may be less competition. Questions relating the tale to the appendix concepts4. Spirituality in the workplace is about people seeing their work as an opportunity to grow personally and to contribute to society in a meaningful way. Is this characteristic of entrepreneurs in general and Snowed White?There definitely is personal growth for entrepreneurs who run their own business. And most businesses contribute to society by providing valuable goods and services. Snowed White improved the distribution of fruit, which benefited the members of the kingdom. 5. If entrepreneurs in general and Snowed White sell their businesses to big companies, are they being spiritually true to oneself?If the larger company is going to improve the contribution to society, generally this is being true. However, in Snowed White’s case, the queen will most likely not implement the improvements that Snowed White implemented. Thus, the society contribution will be negative. One could argue that society is being hurt, thus Snowed White is not being true. However, others can argue that making a nice profit and getting out of the business is also being true to oneself, even though some of society may be hurt. 6. Does Snowed White and the group of advisers have “Threads” (Autry’s poem)?Yes, Snowed White and the seven Dwarfs did appear to have ‘love and joy and fear and guilt.” 7. Did the queen “act with authenticity and congruency” (was she truly herself)?It’s hard to say if the queen had a more human softer side. She may be truly herself, which is no positive. 8. Should Snowed White be “trusting” of herself and the queen?Most students will tend to say that Snowed White should trust herself but not the queen. Footnotes:[1] Appendix A written by Judith A. Neal, Judith A. Neal, Ph.D., Executive Director, Association for Spirit at Work, www.spiritatwork.org. © 2005 by Judith Neal, used by permission of the author.
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